Work with Jose

Financial Strategy Session

The FREE (no obligation) strategy session includes:
  • A quick assessment of your current financial situation
  • A discussion of your most pressing financial question
  • Action steps that you can take to maximize your current situation

If you’re looking for a financial advisor there’s a possibility we could be a good fit.   A 30 minute session is a great way to see if I can help or simply point you in the right direction.  Send an email with any questions that you have for a quick response or feel free to get in touch via phone or email to schedule a complimentary, no obligation initial interview session.